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DAYMARK WEALTH PARTNERS, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
DAYMARK WEALTH PARTNERS, LLC
报告期 2026-03-31 · CIK 0001956824
持仓数
739
前50大市值合计
$2.05B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 10
增持 103
减持 36
清仓 1
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
+$14.8M
897,159
-1%
增持
VOO
VANGUARD INDEX FDS
+$9.3M
123,633
+11%
增持
PGR
PROGRESSIVE CORP
+$8.8M
176,173
+2%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
清仓
—
BLACKROCK INC
-$7.1M
0
-100%
增持
JAVA
J P MORGAN EXCHANGE TRADED F
+$6.5M
326,323
+34%
增持
—
STERIS PLC
+$6.0M
30,222
+385%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$5.7M
213,018
+1%
增持
MMM
3M CO
+$5.2M
217,745
+9%
增持
MSFT
MICROSOFT CORP
-$4.8M
392,386
+0%
增持
HD
HOME DEPOT INC
+$4.5M
179,505
+0%
增持
PG
PROCTER AND GAMBLE CO
+$4.4M
600,318
+0%
减持
NVDA
NVIDIA CORPORATION
-$4.3M
1,100,577
-1%
增持
GOOGL
ALPHABET INC
-$4.0M
292,298
+1%
减持
JQUA
J P MORGAN EXCHANGE TRADED F
-$4.0M
14,716
-84%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$3.8M
173,760
+1%
减持
QCOM
QUALCOMM INC
-$3.8M
124,039
-1%
增持
NCPB
NUSHARES ETF TR
+$3.7M
480,830
+37%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$3.5M
242,171
+43%
增持
ORCL
ORACLE CORP
+$3.4M
98,906
+4%
增持
USB
US BANCORP DEL
+$3.4M
553,549
+0%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$3.4M
270,489
+20%
增持
CALF
PACER FDS TR
+$3.4M
399,571
+14%
减持
INTC
INTEL CORP
-$3.2M
317,225
-13%
增持
JGLO
J P MORGAN EXCHANGE TRADED F
+$3.2M
323,122
+14%
增持
TLH
ISHARES TR
+$3.1M
111,178
+27%
减持
PH
PARKER-HANNIFIN CORP
+$2.9M
23,836
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.9M
48,922
+1%
增持
—
RENEW ENERGY GLOBAL PLC
+$2.9M
1,358,779
+49%
增持
BBIN
J P MORGAN EXCHANGE TRADED F
+$2.8M
306,168
+10%
减持
FTNT
FORTINET INC
+$2.6M
253,607
-10%
增持
JPM
JPMORGAN CHASE & CO
+$2.6M
352,000
+1%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$2.6M
247,038
+22%
增持
ABBV
ABBVIE INC
+$2.5M
79,200
+3%
减持
JNJ
JOHNSON & JOHNSON
+$2.4M
300,753
-1%
增持
WMT
WALMART INC
+$2.4M
149,659
+4%
增持
AMGN
AMGEN INC
+$2.2M
231,172
+1%
增持
SHW
SHERWIN WILLIAMS CO
+$2.1M
25,584
+0%
增持
PPG
PPG INDS INC
+$2.1M
51,861
+38%
增持
AVGO
BROADCOM INC
+$2.1M
147,659
+915%
增持
CVS
CVS HEALTH CORP
+$1.8M
90,697
+38%
减持
TSLA
TESLA INC
+$1.7M
31,703
-5%
增持
GS
GOLDMAN SACHS GROUP INC
+$1.7M
133,534
+1%
减持
CSCO
CISCO SYS INC
+$1.6M
401,589
-1%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$1.5M
334,214
+15%
增持
VB
VANGUARD INDEX FDS
+$1.5M
70,091
+1%
增持
SJM
SMUCKER J M CO
+$1.5M
58,667
+13%
增持
AMZN
AMAZON COM INC
+$1.4M
413,655
+40%
增持
META
META PLATFORMS INC
+$1.4M
12,788
+9%
减持
MCD
MCDONALDS CORP
+$1.4M
136,943
-1%
增持
VTI
VANGUARD INDEX FDS
+$1.3M
7,848
+127%
增持
SPEM
SPDR INDEX SHS FDS
+$1.3M
158,817
+13%
增持
CRM
SALESFORCE INC
+$1.3M
175,080
+0%
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$1.2M
187,486
+7%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$1.2M
230,843
+11%
减持
LOW
LOWES COS INC
+$1.2M
25,094
-2%
增持
BBHY
J P MORGAN EXCHANGE TRADED F
+$1.2M
244,235
+7%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$1.1M
179,856
+10%
增持
V
VISA INC
+$1.1M
175,126
+0%
减持
FITB
FIFTH THIRD BANCORP
+$1.1M
270,142
-1%
增持
KO
COCA COLA CO
+$1.1M
224,656
+0%
增持
GOOG
ALPHABET INC
-$1.1M
109,335
+4%
减持
CARR
CARRIER GLOBAL CORPORATION
+$1.0M
62,593
-2%
建仓
EQT
EQT CORP
+$1.0M
27,655
建仓
BETR
BETTER HOME & FINANCE HOLDIN
+$997.2K
55,990
增持
MRK
MERCK & CO INC
-$959.3K
221,819
+0%
增持
—
CHUBB LIMITED
+$950.8K
25,056
+2%
增持
COST
COSTCO WHSL CORP NEW
+$935.9K
25,436
+0%
减持
CVX
CHEVRON CORP NEW
-$930.3K
192,587
-0%
增持
VO
VANGUARD INDEX FDS
+$924.7K
33,829
+2%
增持
JEMA
J P MORGAN EXCHANGE TRADED F
+$912.0K
137,855
+12%
增持
EMLP
FIRST TR EXCHANGE TRADED FD
+$863.5K
115,638
+17%
增持
IWM
ISHARES TR
+$859.5K
44,970
+1%
增持
DVN
DEVON ENERGY CORP NEW
-$837.6K
246,954
+11%
增持
UPS
UNITED PARCEL SERVICE INC
+$836.6K
72,395
+10%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$825.2K
92,077
+9%
增持
KKR
KKR & CO INC
+$789.0K
12,326
+58%
增持
CTVA
CORTEVA INC
+$786.9K
41,472
+35%
增持
AMAT
APPLIED MATLS INC
-$785.1K
24,410
+1%
建仓
PUSH
PGIM ETF TR
+$774.7K
15,337
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$770.6K
77,350
-1%
减持
—
KELLOGG CO
+$752.4K
221,350
-25%
增持
GE
GENERAL ELECTRIC CO
+$728.5K
22,173
+2%
增持
DHR
DANAHER CORPORATION
+$706.1K
17,366
+5%
减持
LMT
LOCKHEED MARTIN CORP
+$705.1K
21,168
-1%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$702.1K
16,794
-41%
增持
KR
KROGER CO
+$685.3K
92,506
+0%
增持
PEP
PEPSICO INC
+$681.8K
85,509
+2%
增持
CRWD
CROWDSTRIKE HLDGS INC
-$679.6K
8,569
+7%
增持
DUK
DUKE ENERGY CORP NEW
+$676.2K
38,760
+2%
增持
VZ
VERIZON COMMUNICATIONS INC
+$658.4K
267,401
+0%
增持
SO
SOUTHERN CO
+$651.5K
36,936
+7%
增持
CMI
CUMMINS INC
+$649.0K
7,061
+19%
增持
PWR
QUANTA SVCS INC
+$640.8K
12,549
+3%
减持
MTB
M & T BK CORP
+$640.4K
27,132
-2%
增持
PSX
PHILLIPS 66
-$608.1K
75,295
+1%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$605.3K
18,975
-39%
减持
BA
BOEING CO
-$604.9K
112,424
-2%
增持
—
J P MORGAN EXCHANGE TRADED F
+$604.6K
65,955
+20%
增持
BX
BLACKSTONE INC
+$595.1K
18,921
+2%
增持
GEV
GE VERNOVA INC
+$591.9K
5,628
+14%
增持
JGRO
J P MORGAN EXCHANGE TRADED F
+$585.1K
271,657
+1%
减持
NOC
NORTHROP GRUMMAN CORP
+$567.7K
6,346
-1%
增持
FV
FIRST TR EXCHANGE-TRADED FD
+$567.5K
125,043
+7%
增持
—
JOHNSON CTLS INTL PLC
+$564.1K
23,335
+24%
增持
MA
MASTERCARD INCORPORATED
+$560.0K
8,097
+4%
增持
—
MEDTRONIC PLC
+$559.4K
42,553
+2%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$554.2K
31,525
+29%
增持
TGT
TARGET CORP
+$548.8K
61,934
+1%
增持
PYLD
PIMCO ETF TR
+$547.4K
153,550
+11%
减持
IVE
ISHARES TR
+$539.5K
36,310
-0%
增持
TGTX
TG THERAPEUTICS INC
+$536.5K
40,811
+74%
减持
SPY
SPDR S&P 500 ETF TR
+$532.2K
35,781
-3%
减持
AFL
AFLAC INC
+$529.6K
24,401
-1%
增持
CAT
CATERPILLAR INC
+$520.3K
128,360
+0%
增持
SCHZ
SCHWAB STRATEGIC TR
+$518.9K
104,400
+7%
增持
—
EXXON MOBIL CORP
+$511.2K
240,112
+0%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$500.6K
29,640
+47%
减持
NEE
NEXTERA ENERGY INC
+$494.5K
42,024
-3%
减持
UNH
UNITEDHEALTH GROUP INC
+$484.8K
116,667
-0%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$482.6K
9,878
+3%
减持
KHC
KRAFT HEINZ CO
-$477.4K
7,739
-67%
减持
UNP
UNION PAC CORP
+$477.0K
25,748
-1%
建仓
FSIG
FIRST TR EXCHANGE-TRADED FD
+$476.9K
24,837
增持
VTEB
VANGUARD MUN BD FDS
+$475.7K
28,997
+44%
增持
ICE
INTERCONTINENTAL EXCHANGE INC
+$474.1K
11,838
+14%
减持
GILD
GILEAD SCIENCES INC
+$473.4K
31,101
-0%
增持
CTAS
CINTAS CORP
+$463.8K
14,748
+301%
建仓
FIIG
FIRST TR EXCHANGE-TRADED FD
+$453.8K
21,234
增持
IP
INTERNATIONAL PAPER CO
+$448.0K
77,870
+0%
增持
PNC
PNC FINL SVCS GROUP INC
+$444.2K
12,646
+4%
增持
SCHW
SCHWAB CHARLES CORP
-$428.2K
51,327
+1%
减持
FE
FIRSTENERGY CORP
+$419.6K
71,553
-1%
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$409.8K
23,119
+166%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$403.9K
128,243
+6%
减持
PM
PHILIP MORRIS INTL INC
+$399.0K
24,483
-4%
增持
CBT
CABOT CORP
+$394.6K
15,332
+7%
建仓
FPE
FIRST TR EXCH TRADED FD III
+$392.3K
21,676
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$385.9K
29,311
+8%
建仓
SCHD
SCHWAB STRATEGIC TR
+$385.7K
4,563
减持
—
LAM RESEARCH CORP
-$384.6K
1,529
-0%
增持
IVV
ISHARES TR
+$383.9K
10,724
+1%
增持
TJX
TJX COS INC NEW
+$365.3K
18,226
+13%
建仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$363.3K
6,542
增持
CINF
CINCINNATI FINL CORP
+$362.8K
19,484
+1%
减持
VLO
VALERO ENERGY CORP
-$361.4K
7,370
-15%
增持
NVS
NOVARTIS AG
+$351.0K
27,877
+4%
减持
—
EATON CORP PLC
+$351.0K
20,098
-0%
建仓
VIS
VANGUARD WORLD FD
+$343.2K
1,320
建仓
BWXT
BWX TECHNOLOGIES INC
+$340.6K
3,134
增持
DE
DEERE & CO
+$337.2K
7,140
+1%
